BlackRock shares owned by Burns Wealth Management
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in BlackRock
Tip: Access up to 7 years of quarterly data
All positions including BlackRock held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in BlackRock by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.9M | 3.0k | 646.41 |
| 2023-06-30 | $2.4M | 3.5k | 691.14 |
| 2023-03-31 | $8.1M | 12k | 669.11 |
| 2022-12-31 | $9.2M | 13k | 708.65 |
| 2022-09-30 | $7.4M | 13k | 550.29 |
| 2022-06-30 | $8.3M | 14k | 609.00 |
| 2022-03-31 | $11M | 14k | 764.17 |
| 2021-12-31 | $12M | 13k | 915.59 |
| 2021-09-30 | $14M | 17k | 838.67 |
| 2021-06-30 | $11M | 13k | 874.96 |
| 2021-03-31 | $12M | 16k | 753.95 |
| 2020-12-31 | $11M | 15k | 721.58 |
| 2020-09-30 | $9.8M | 18k | 563.55 |
| 2020-06-30 | $9.2M | 17k | 544.08 |
| 2020-03-31 | $6.8M | 15k | 439.99 |
| 2019-12-31 | $7.4M | 15k | 502.73 |
| 2019-09-30 | $6.5M | 15k | 445.64 |
| 2019-06-30 | $7.0M | 15k | 469.29 |
| 2019-03-31 | $6.6M | 15k | 427.39 |
| 2018-12-31 | $6.2M | 16k | 392.83 |
| 2018-09-30 | $7.1M | 15k | 471.35 |
| 2018-06-30 | $7.4M | 15k | 499.02 |
| 2018-03-31 | $8.0M | 15k | 541.75 |
| 2017-12-31 | $8.4M | 16k | 513.70 |
| 2017-09-30 | $7.5M | 17k | 447.08 |
| 2017-06-30 | $5.8M | 14k | 422.40 |
| 2017-03-31 | $5.2M | 14k | 377.10 |
| 2016-12-31 | $5.3M | 14k | 380.54 |
| 2016-09-30 | $4.8M | 14k | 341.24 |
| 2016-06-30 | $5.2M | 15k | 342.55 |
| 2016-03-31 | $5.4M | 16k | 340.60 |
| 2015-12-31 | $4.8M | 16k | 308.30 |
| 2015-09-30 | $4.6M | 15k | 297.45 |
| 2015-06-30 | $5.2M | 15k | 346.41 |
| 2015-03-31 | $5.9M | 16k | 372.20 |
| 2014-12-31 | $5.6M | 16k | 349.25 |
| 2014-09-30 | $5.4M | 16k | 328.36 |
| 2014-06-30 | $5.3M | 17k | 320.96 |
| 2014-03-31 | $5.3M | 17k | 310.13 |
| 2013-12-31 | $5.7M | 18k | 323.86 |
| 2013-09-30 | $5.6M | 18k | 301.85 |
| 2013-06-30 | $5.2M | 19k | 279.84 |
| 2013-03-31 | $5.1M | 19k | 266.51 |